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Wells Fargo
WFC

Overview Fund Activity

2,180 hedge funds and large institutions have $155B invested in Wells Fargo in 2024 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 718 increasing their positions, 959 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,180
Holders Change
+48
Holders Change %
+2.25%
% of All Funds
31.6%
Holding in Top 10
73
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.96%
% of All Funds
1.06%
New
204
Increased
718
Reduced
959
Closed
128
Calls
$3.65B
Puts
$4B
Net Calls
-$350M
Net Calls Change
+$567M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.4B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$551M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$140M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$136M
5
Barclays
Barclays
United Kingdom
+$108M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.33B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$692M
3
DSA
Davis Selected Advisers
Arizona
-$339M
4
Capital International Investors
Capital International Investors
California
-$323M
5
Amundi
Amundi
France
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
901
GAMMA Investing
California
$1.43M +$244K +4,216 +21%
TAM
902
Tealwood Asset Management
Minnesota
$1.43M – – –
TPWA
903
TRUE Private Wealth Advisors
Oregon
$1.42M -$65K -1,122 -4%
CC
904
Cadinha & Co
Hawaii
$1.42M – – –
FFBTD
905
First Financial Bank - Trust Division
Ohio
$1.42M -$19K -328 -1%
OFS
906
OneAscent Financial Services
Alabama
$1.42M -$28.8K -497 -2%
RIA
907
Realta Investment Advisors
Delaware
$1.42M -$77.7K -1,340 -5%
CWM
908
Congress Wealth Management
Massachusetts
$1.42M +$104K +1,796 +8%
GIA
909
GHP Investment Advisors
Colorado
$1.42M +$33.1K +571 +2%
FHA
910
First Horizon Advisors
Tennessee
$1.42M +$43.4K +748 +3%
PIC
911
PCJ Investment Counsel
Ontario, Canada
$1.41M -$37.1K -640 -3%
TNB
912
Thomasville National Bank
Georgia
$1.41M -$60.2K -1,038 -4%
MWM
913
Modera Wealth Management
New Jersey
$1.4M +$20.6K +356 +1%
LIM
914
Leavell Investment Management
Alabama
$1.4M +$28.4K +490 +2%
PB
915
Pinnacle Bancorp
Nebraska
$1.39M -$6.03K -104 -0.4%
MPIA
916
Mountain Pacific Investment Advisers
Idaho
$1.39M -$174K -3,000 -11%
RAG
917
RIA Advisory Group
Iowa
$1.39M +$1.39M +23,930 New
IA
918
Insight Advisors
Pennsylvania
$1.39M +$4.35K +75 +0.3%
AC
919
ASB Consultores
Florida
$1.39M +$1.39M +23,901 New
BL
920
Balentine LLC
Georgia
$1.38M +$236K +4,068 +21%
FA
921
FDx Advisors
Illinois
$1.38M -$2.78M -47,899 -67%
TCOT
922
Trust Company of Toledo
Ohio
$1.38M -$107K -1,845 -7%
LWANC
923
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38M +$24.5K +423 +2%
SM
924
Sweeney & Michel
California
$1.37M +$1.37M +22,166 New
NS
925
NBC Securities
Alabama
$1.37M -$26.2K -452 -2%
35 36
37
38 39